Women and Wealth: Attracting and Serving Female Clients Through Their Various Life Journeys

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  • 36 mins 17 secs
If female investors control an estimated $22 trillion in investable assets and nearly 60% of the wealth in the U.S., then why does this important and fast-growing segment of investors still feel largely misunderstood by the financial services industry? During this masterclass, we will discuss best practices for communicating with and serving female investors and the benefits of building a female-inclusive practice by engaging, serving, and retaining this distinctive group.
Channel: Transamerica
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